Filed June 29, 2026 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,988 | $54,705+212.6% | $71,209+140.1% | $84,808+101.6% |
| Participation rate | 97.8% | 64.1%+33.8pp | 73.8%+24.1pp | 68.3%+29.5pp |
| Annual return | 20.10% | 35.90%-15.8pp | 282.51%-262.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $13,657 | $2,158+532.9% | $2,721+401.9% | $2,631+419.1% |
| Participant deferral / active EE | $7,917 | $3,030+161.3% | $4,175+89.6% | $4,212+88.0% |
| Admin fee / account holder | $29,367 | $4,863+503.8% | $5,349+449.0% | $7,344+299.9% |